Question # 1
| What does the Salesforce Admin have to install to provide users access to referral dashboards and reports? | | A. The managed extension package for intelligent Need-Based Referrals and Scoring | | B. Einstein Analytics for Financial Services | | C. The unmanaged extension package for Intelligent Need-Based Referrals and Scoring | | D. Salesforce CRM Dashboards |
C. The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
Explanation:
The unmanaged extension package for Intelligent Need-Based Referrals and Scoring provides users access to referral dashboards and reports, as well as referral scoring and routing features.
Question # 2
| Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can support his B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model? | | A. Person Accounts can be merged with Business Accounts in Financial Services Cloud | | B. To share a Person Account record the admin will need to create sharing rules Account and Contact objects | | C. The Person Account record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution. | | D. The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number. | | E. The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended " with custom fields and a Person Account Record Type |
D. The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number.
E. The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended " with custom fields and a Person Account Record Type
Explanation:
The following statements are true for the Financial Services Cloud Person Account Data Model:
The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes data such as date of birth or tax ID number. You can use Person Accounts to store information about individual people by combining certain Account and Contact fields into a single record.
The Person Account model uses the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields and a Person Account Record Type. You can use Person Accounts to simplify your data model and reduce the number of records you need to manage.
Question # 3
| Planter Farm Credit Union provides loan and insurance products to farmers who operate
individually as well as in collaboration with other neighboring farms & farmers. The
collaboration can be seasonal or for a limited timeframe. What construct in Financial
Services Cloud is most appropriate to represent such collaborative customer business
operations? | | A. Contact-Contact Relationship | | B. Custom Relationship Group | | C. Account with Record Type = Business | | D. Standard Household |
B. Custom Relationship Group
Explanation:
A Custom Relationship Group is a construct in Financial Services Cloud that allows you to
model complex and dynamic relationships between clients and accounts. You can use it to
represent collaborative customer business operations that are not captured by standard
household or account structures.
Question # 4
| Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9 | | A. The bank wants to use this project as an opportunity to retire customization | | B. The current implementation is using a product-centric view and the bank wants to move to a customer-centric view. | | C. Data migration is a big concern The current org has a large amount of data and the Bank wants to minimize data migration efforts. | | D. The bank has limited redesign opportunities for business capabilities. | | E. Existing business capabilities and processes can be redesigned to deliver a higher business impact |
A. The bank wants to use this project as an opportunity to retire customization
B. The current implementation is using a product-centric view and the bank wants to move to a customer-centric view.
E. Existing business capabilities and processes can be redesigned to deliver a higher business impact
Explanation:
The following considerations indicate that a new Salesforce org is the better choice for implementing Financial Services Cloud:
The bank wants to use this project as an opportunity to retire customization. A new org will allow the bank to start fresh and avoid carrying over unnecessary or outdated customization that may conflict with Financial Services Cloud features or best practices.
The current implementation is using a product-centric view and the bank wants to move to a customer-centric view. A new org will allow the bank to adopt the Financial Services Cloud data model, which is designed to provide a holistic view of the customer and their relationships, goals, financial accounts, activities, and interactions.
Existing business capabilities and processes can be redesigned to deliver a higher business impact. A new org will allow the bank to leverage the Financial Services Cloud capabilities, such as Action Plans, Relationship Groups, Rollup By Lookup, Service Processes, etc., to optimize their business processes and enhance their customer experience. Verified References: : Salesforce Help Article 6
Question # 5
| Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce Professional Services to configure/deploy the new Salesforce FSC org and migrate data.
Which order should a consultant follow when performing the data migrations? | | A. Individuals, then Financial Account Roles, then Financial Accounts, then Financial Account Transactions | | B. Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions | | C. Financial Accounts, then Financial Account Roles, then Individuals, then Financial Account Transactions | | D. Financial Accounts, then Financial Account Transactions, thenVinancial Account Roles, then Individuals |
B. Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions
Explanation:
The order that the consultant should follow when performing the data migrations is Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions. This order ensures that the data dependencies and relationships are maintained and that the data integrity and quality are preserved. By migrating Individuals first, the consultant can create the records that represent the customers of the bank. By migrating Financial Accounts next, the consultant can create the records that represent the financial products or services that the customers own or use. By migrating Financial Account Roles next, the consultant can create the records that link the individuals to the financial accounts and define their roles or relationships with those accounts. By migrating Financial Account Transactions last, the consultant can create the records that represent the transactions or activities that occur on the financial accounts.
Question # 6
| Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate
summary of their clients financial data as clients often change households. How can an
Admin set up Financial Services Cloud to provide financial advisors with anaccurate
summary of their client's financial data? | | A. Create a roll-up field on the Opportunity object to track client's Financial Account
balance and display the summary amount on the Person Account object. | | B. Set clients financial data to be rolled up using Financial Services Cloud Primary Group. | | C. Create a custom obiect to track client's financial data | | D. Use Process Builder to create a workflow to summarize data at the Person Account
level. |
B. Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
Question # 7
| Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options) | | A. Hank will be able to see the Action Plan tasks on the related list of the Account page layout. | | B. Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list. | | C. Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline. | | D. Hank will be able to see the Action Plan Tasks assigned to him on his calendar. |
A. Hank will be able to see the Action Plan tasks on the related list of the Account page layout.
B. Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.
Explanation:
Hank can see Action Plan Tasks in two places:
Onthe related list of the Account page layout, where he can view all the tasks associated with an account and their status, due date, owner, and priority4.
On the standard Salesforce task list, where he can view all the tasks assigned to him across different accounts and filter them by various criteria.
Salesforce Financial-Services-Cloud Exam Dumps
5 out of 5
Pass Your Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SU24) Exam in First Attempt With Financial-Services-Cloud Exam Dumps. Real Accredited Professional Certification Exam Questions As in Actual Exam!
— 168 Questions With Valid Answers
— Updation Date : 17-Mar-2025
— Free Financial-Services-Cloud Updates for 90 Days
— 98% Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SU24) Exam Passing Rate
PDF Only Price 49.99$
19.99$
Buy PDF
Speciality
Additional Information
Testimonials
Related Exams
- Number 1 Salesforce Accredited Professional Certification study material online
- Regular Financial-Services-Cloud dumps updates for free.
- Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SU24) Practice exam questions with their answers and explaination.
- Our commitment to your success continues through your exam with 24/7 support.
- Free Financial-Services-Cloud exam dumps updates for 90 days
- 97% more cost effective than traditional training
- Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SU24) Practice test to boost your knowledge
- 100% correct Accredited Professional Certification questions answers compiled by senior IT professionals
Salesforce Financial-Services-Cloud Braindumps
Realbraindumps.com is providing Accredited Professional Certification Financial-Services-Cloud braindumps which are accurate and of high-quality verified by the team of experts. The Salesforce Financial-Services-Cloud dumps are comprised of Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SU24) questions answers available in printable PDF files and online practice test formats. Our best recommended and an economical package is Accredited Professional Certification PDF file + test engine discount package along with 3 months free updates of Financial-Services-Cloud exam questions. We have compiled Accredited Professional Certification exam dumps question answers pdf file for you so that you can easily prepare for your exam. Our Salesforce braindumps will help you in exam. Obtaining valuable professional Salesforce Accredited Professional Certification certifications with Financial-Services-Cloud exam questions answers will always be beneficial to IT professionals by enhancing their knowledge and boosting their career.
Yes, really its not as tougher as before. Websites like Realbraindumps.com are playing a significant role to make this possible in this competitive world to pass exams with help of Accredited Professional Certification Financial-Services-Cloud dumps questions. We are here to encourage your ambition and helping you in all possible ways. Our excellent and incomparable Salesforce Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SU24) exam questions answers study material will help you to get through your certification Financial-Services-Cloud exam braindumps in the first attempt.
Pass Exam With Salesforce Accredited Professional Certification Dumps. We at Realbraindumps are committed to provide you Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SU24) braindumps questions answers online. We recommend you to prepare from our study material and boost your knowledge. You can also get discount on our Salesforce Financial-Services-Cloud dumps. Just talk with our support representatives and ask for special discount on Accredited Professional Certification exam braindumps. We have latest Financial-Services-Cloud exam dumps having all Salesforce Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SU24) dumps questions written to the highest standards of technical accuracy and can be instantly downloaded and accessed by the candidates when once purchased. Practicing Online Accredited Professional Certification Financial-Services-Cloud braindumps will help you to get wholly prepared and familiar with the real exam condition. Free Accredited Professional Certification exam braindumps demos are available for your satisfaction before purchase order. The Salesforce Financial Services Cloud Exam is a comprehensive certification offered by Salesforce. It focuses on evaluating the knowledge and skills of professionals in utilizing Salesforces Financial Services Cloud platform. This exam is made for people in finance who want to show they can use Salesforces tools well. Exam Structure:Exam Content: - The exam covers various topics, including industry knowledge, data modeling, configuration, integration, compliance, and security.
- It also tests candidates abilities in prospecting, client onboarding, collaboration, relationship management, and reporting.
Exam Format: - The exam consists of multiple-choice questions.
- The total number of questions may vary but typically ranges from 60 to 90.
- The exam duration is around 105 minutes.
Preparation Tips:Study the Exam Guide:
- Review the official Exam Guide provided by Salesforce, which outlines the exam objectives and topics.
- Familiarize yourself with the content weightings to prioritize your study areas accordingly.
Practical Experience:
- Gain hands-on experience with Salesforce Financial Services Cloud by working on real-world projects.
- Practice using the platforms tools and features to deepen your understanding of its functionalities.
Training and Study Materials:
- Access official Salesforce training courses tailored for Financial Services Cloud.
- Use study materials such as books, online tutorials, and practice exams to enhance your knowledge.
Exam Preparation Resources:
- Official Salesforce Documentation:
Refer to the official Salesforce documentation, including implementation guides, release notes, and best practice documents. Examine Financial Services Cloud modules on RealBraindumps, which offers interactive learning paths, modules, and hands-on challenges. Participate in the Salesforce community through forums and discussion boards to share insights, seek guidance, and gain valuable perspectives from fellow members. Exam Day Tips:
- Read the Questions Carefully:
Read the questions to ensure a clear understanding before selecting an answer. Allocate your time wisely, considering the number of questions and exam duration. Use critical thinking techniques, such as prioritizing information, to narrow down your choices and increase your chances of selecting the correct option. Conclusion:
The Salesforce Financial Services Cloud Exam is a valuable certification that demonstrates proficiency in using Salesforces Financial Services Cloud platform. By preparing well and gaining practical experience, people can confidently showcase their expertise and find exciting opportunities in the financial services industry.
Send us mail if you want to check Salesforce Financial-Services-Cloud Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SU24) DEMO before your purchase and our support team will send you in email.
If you don't find your dumps here then you can request what you need and we shall provide it to you.
Bulk Packages
$50
- Get 3 Exams PDF
- Get $33 Discount
- Mention Exam Codes in Payment Description.
Buy 3 Exams PDF
$70
- Get 5 Exams PDF
- Get $65 Discount
- Mention Exam Codes in Payment Description.
Buy 5 Exams PDF
$100
- Get 5 Exams PDF + Test Engine
- Get $105 Discount
- Mention Exam Codes in Payment Description.
Buy 5 Exams PDF + Engine
 Jessica Doe
Accredited Professional Certification
We are providing Salesforce Financial-Services-Cloud Braindumps with practice exam question answers. These will help you to prepare your Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SU24) exam. Buy Accredited Professional Certification Financial-Services-Cloud dumps and boost your knowledge.
FAQs of Financial-Services-Cloud Exam
What is the Salesforce Financial Services Cloud Exam?
The Salesforce Financial Services Cloud Exam is a specialized certification test aimed at validating expertise in the Salesforce Financial Services Cloud application. This exam tests a candidate’s knowledge in implementing, configuring, and managing Salesforce solutions tailored for the financial services industry, including wealth management, banking, insurance, and mortgage services.
Who should take the Salesforce Financial Services Cloud Exam?
This exam is ideal for Salesforce professionals, system administrators, IT managers, and consultants who work with financial services institutions. Candidates should have hands-on experience with the Financial Services Cloud and a deep understanding of the financial services industry's needs and regulatory requirements.
What topics are covered in the Salesforce Financial Services Cloud Exam?
Key topics include Financial Services Cloud data model, industry-specific functionalities, client relationship management, compliance and regulatory requirements, financial goal management, and integration with other Salesforce Clouds. The exam also covers customization, data management, and analytics specific to financial services.
How many questions are there on the Salesforce Financial Services Cloud Exam, and what is its format?
The Salesforce Financial Services Cloud Exam typically consists of around 60 multiple-choice and multiple-select questions. The format is designed to assess both theoretical knowledge and practical application skills in the Financial Services Cloud environment.
What is the passing score for the Salesforce Financial Services Cloud Exam?
The passing score for this exam is generally around 65%.
What are the benefits of passing the Salesforce Financial Services Cloud Exam?
Passing the exam recognizes you as a Salesforce Certified Financial Services Cloud specialist, enhancing your professional credibility. It opens up advanced career opportunities in the Salesforce ecosystem, especially within financial institutions. Additionally, it demonstrates a commitment to staying current with Salesforce technologies and best practices in the financial services sector.
How can I prepare for the Salesforce Financial Services Cloud Exam?
Preparation should include studying the official Salesforce Financial Services Cloud materials, hands-on practice in a Salesforce environment, and completing relevant training courses. Practice exams and study groups can also be beneficial. It’s important to have a solid understanding of both Salesforce core functionalities and the specific features and best practices of the Financial Services Cloud.
Are there any prerequisites or recommended experience before taking the Salesforce Financial Services Cloud Exam?
While there are no formal prerequisites, it’s recommended that candidates have at least six months of experience working with the Financial Services Cloud. Familiarity with Salesforce’s core functionalities and a background in the financial services industry will also be advantageous.
FAQs of Financial-Services-Cloud Exam
What is Financial Services Cloud?
Financial Services Cloud is a reimagined front office that provides a clean, aggregated view of client information, accelerates productivity with digital workflows, and enables personalized service delivery.
What does the term Account mean within Financial Services Cloud?
In Financial Services Cloud, Account can refer to a client, household, or business entity, distinct from a financial account.
How is a Client defined in Financial Services Cloud?
In Financial Services Cloud, a Client is defined as a person or organization that has conducted, is conducting, or may conduct business with your firm.
What is the distinction between Customer and Client in Financial Services Cloud?
Customer and Client are used interchangeably in Financial Services Cloud, both referring to individuals or organizations engaging with your firm.
What is a Financial account in Financial Services Cloud?
A Financial account in Financial Services Cloud encompasses investment accounts, bank accounts, insurance policies, and similar financial instruments.
How is a Household defined within Financial Services Cloud?
Within Financial Services Cloud, a Household is a relationship group comprising individuals and business entities with direct relationships, with financial summaries consolidated at the household level.
What does the term Prospect mean in Financial Services Cloud?
In Financial Services Cloud, a Prospect refers to a person or organization with the potential to become a client in the future.
What features does the Home Page offer in Financial Services Cloud?
The Home Page in Financial Services Cloud provides tailored access to priority tasks, including referral performance, lead alerts, interaction summaries, scheduled appointments, and key task summaries.
How can users filter client and household lists in Financial Services Cloud?
Users can filter client and household lists in Financial Services Cloud based on interests or financial characteristics, accessing predefined list views or customizing filters for segmentation.
What information is available on client and household profiles in Financial Services Cloud?
Client and household profiles in Financial Services Cloud offer comprehensive views of financial accounts, relationships, goals, activity history, and communication logs, facilitating personalized client engagement and planning.
|
